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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,671
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.95M
3
+$7.81M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.39M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.8M

Top Sells

1
+$7.3M
2
+$6.53M
3
+$5.54M
4
IVZ icon
Invesco
IVZ
+$4.14M
5
SIVB
SVB Financial Group
SIVB
+$3.8M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$2K ﹤0.01%
1
2602
$2K ﹤0.01%
13
2603
$2K ﹤0.01%
7
2604
$2K ﹤0.01%
350
2605
$2K ﹤0.01%
108
-92
2606
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2607
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2608
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950
2609
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65
2610
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+100
2611
$2K ﹤0.01%
425
2612
$2K ﹤0.01%
136
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2613
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-250
2614
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2615
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8
2616
$2K ﹤0.01%
35
-250
2617
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+10
2618
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112
2619
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88
2620
$2K ﹤0.01%
100
2621
$1K ﹤0.01%
28
2622
$1K ﹤0.01%
1
-5
2623
$1K ﹤0.01%
7
2624
$1K ﹤0.01%
+2
2625
$1K ﹤0.01%
33
103 104
105
106 107